Management of Notes by Work Shift

Feature: Shift Notes Entry

For this ERP/CRM module, this feature allows staff members to enter specific notes for each work shift. Users can add relevant information about their interventions or observations, record details of each day, and specify the type of shift worked. This facilitates tracking of clients and intervention history, ensuring more precise and consistent management of support services.

Usage Example:

A staff member finishing a day shift can document interactions with clients, incidents that occurred, or any other useful information. These notes are centralized to allow quick access to information during shift changes. This contributes to better coordination between teams, providing an overview of client support over time.

Feature: Display of Work Notes

For this feature, the interface displays a list of work notes created via the log entry form. Each entry shows the date of the intervention, the name of the staff member, and a summary of observations or actions recorded for that day. Users can search, print the list in PDF format, or add new entries.

Usage Example:

When a staff member documents daily events, all notes are centralized in this view. This allows supervisors to monitor case progress, identify days with specific interventions, and get an overview of each staff member's contributions. The search function makes it easy to access specific notes, while the PDF generation option allows for easy sharing of reports.

This ensures thorough tracking of services provided to clients and improves coordination within teams.